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Philanthropy Forum with Cari Jackson Lewis June 1st, 2022 - Shared screen with speaker view
Stephanie Harrison
40:36
Txt questions to Sarah Grace 415-505-8112
Stephanie Harrison
40:40
*8113
Cody Michael
59:16
I help clients understand, manage, and optimize their financial well being.
Eden Rose Brown, JD, Estate & Legacy Planning
01:00:47
I am an estate planning attorney who helps huggable clients preserve, promote and protect their legacies.
Sarah Grace McIlveen OCF (she/her/hers)
01:01:14
My role is to learn about your goals for charitable giving and to help find the best tools to meet your objectives while strengthening Oregon though philanthropy.
Eden Rose Brown, JD, Estate & Legacy Planning
01:01:36
We define "huggable" as clients who are warm, caring and put their families first.
Reilly Blood
01:05:54
T
Katie Provence
01:05:56
t
Mike Seifert
01:06:02
Maybe
Reilly Blood
01:06:32
T
Katie Provence
01:06:35
T
Garrick Rozairo
01:06:41
t
Katie Provence
01:07:08
t
Garrick Rozairo
01:08:01
f
Owen Blank
01:08:09
A somewhat finer point: the C Corp is not double taxed. However, its shareholders will be taxed on dividends in most cases.
Sarah Hench
01:09:32
F
Casia Chappell
01:09:32
F
Cody Michael
01:09:32
False
Katherine Fox
01:09:34
f
Michael Achterman
01:09:37
F
Reilly Blood
01:09:37
F
Liz Lawrence
01:09:38
F
Garrick Rozairo
01:09:43
f
Sarah Hench
01:10:33
F
Reilly Blood
01:10:34
F
Cody Michael
01:10:35
False
Michael Achterman
01:10:37
F
Colby Bircher
01:10:37
F
Casia Chappell
01:10:38
F
Garrick Rozairo
01:12:29
t
Casia Chappell
01:12:29
T
Liz Lawrence
01:12:30
T
Reilly Blood
01:12:32
T
Cody Michael
01:12:33
True
Michael Achterman
01:12:34
t
Milan Hanson
01:12:34
t
Sarah Grace McIlveen OCF (she/her/hers)
01:27:18
https://bit.ly/ChoosingaCharitableLLC
Sarah Grace McIlveen OCF (she/her/hers)
01:27:37
Here is a link to the “Grasshopper Cheat Sheet for Business Legal Structures”:https://tinyurl.com/GrasshopperCheatSheet
Sarah Grace McIlveen OCF (she/her/hers)
01:27:45
Thank you Eden Rose!
Michael Achterman
01:32:24
What organizations and/or issue areas do you support personally or through your business?
Cody Michael
01:32:29
What sorts of causes have you supported in the past? Do you currently have a charitable routine? Would you say your motivation for charity is driven by cause or tax savings? Would you prefer to leave your wealth to your family, charities, or both?
Sarah Grace McIlveen OCF (she/her/hers)
01:32:57
Would you like to involve your family in the giving process? What's been the most meaningful gift you've made? Who is involved in the decision making process?
Garrick Rozairo
01:34:42
What are your plans for the future and your charitable interest? Is there a plan to include your family is the gifting strategy?
Cody Michael
01:57:04
thank you Cari, really enjoyed your presentation!
Cari Jackson Lewis
01:57:17
My pleasure!